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About the role:
- You will act as a force multiplier on the implementation side of a rapidly-scaling startup.
- You own the first hand-off after a customer signs up, guiding them through implementation.
What you will do:
- Support successful onboarding of new clients by collecting company and bank information.
- Proactively reach out to clients to book account set-up calls.
- Work cross-functionally with operations and sales to ensure customer needs are met.
What you bring:
- 3+ years of client-facing experience in financial or retirement industry.
- Working knowledge of 401(k) product and implementation.
- Meticulous attention to detail and ability to manage a queue of plans.
Why you'll love it:
- You'll help close the retirement gap for small and medium-sized businesses.
- You'll work with a mission-driven team and enjoy top-of-the-line benefits and a work-from-home stipend.
Human Interest
Human Interest is a high-growth fintech company on a mission to ensure people in all lines of work have access to retirement benefits. They are backed by top investors like BlackRock and SoftBank, and certified as a Great Place To Work.